UW Payroll Costing Allocation
Definition 
This reference guide shows how to assign payroll funding for a new hire and how to perform an ad hoc payroll funding change for an existing employee. If applicable, cost share associated with non-sponsored funding must be entered concurrently with the costing allocation.
Related Reference Guide: N/A
Who
Department/Unit Initiators
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- Cost Center Accounting Specialist
*There are other initiator roles at the campus level listed within the Assign Costing Allocation Workday job aid.
Department/Unit Approvers
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- Gift Manager
- Grant Manager
- Project Manager
- Program Manager
- Position Budget Manager
Obtaining Access
If you need any security roles to complete this process, discuss with your next level leader. If approved, reach out to your department/unit’s Workday Role-Based Access Requester.
To check your current security role access:
- Click on the Employee Lookup tab in Tableau.
- Enter your name in the legal name field.
To find your department/unit’s Workday Role-Based Access Requester:
- Go to your Workday profile and click "Job” in the left navigation menu.
- Click “Support Roles” in the top header.
- In the Assignable Role column, scroll to find the Role-Based Access Requester.
See the How section for Workday job aids on reconciling card expenses for someone else.
Training
Prerequisites
How
SMPH Workday Pre-Transaction Process
Core Workday Job-Aids
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- Assign Costing Allocation
- To enter multiple entries use: Assign Costing Allocation Spreadsheet EIB Template (XF)
Related Workday Job-Aids
Questions
Reach out to your applicable Dean’s Office Financial Management & Reporting Team member
References
Policies
Guidelines
Forms
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- FIN EIB Assign Costing Allocation Template
- SMPH Payroll Costing Allocation Change Request Form
- SMPH Recruitment Intake Form (only for new hires; form owned by HR)